Dynamic Senior Execution Trading Specialist at Wells Fargo with expertise in trade execution and KYC compliance. Proven track record in resolving discrepancies and enhancing client relationships. Proficient in Loan IQ and Clearpar, leveraging strong problem-solving and time management skills to drive successful outcomes in syndicated loan trades.
As a Senior Execution Trading Specialist, I manage lender positions to facilitate the closing of agented and third-party syndicated loan trades. I complete lender KYC using CBOA and build, review, and execute trades for both member and non-member syndicated loan positions. Additionally, I track transaction discrepancies through internal reports, identify lender-related issues, and work to resolve them. I utilize platforms such as Loan IQ, Agora, and Clearpar to ensure accurate and efficient trade execution.
As a Deal Administrator, I played a critical role in analyzing and processing both routine and complex syndicated loan transactions. My responsibilities included reconciling and servicing agented syndicated loan deals, ensuring accurate maintenance of large-scale debt disbursements, and handling collections efficiently. I was entrusted with managing 34 agented deals while maintaining strong internal and external relationships to foster positive business connections.
In this role, I was responsible for:
This role required a keen ability to read, comprehend, and process complex loan agreements, while adapting quickly to shifting priorities and maintaining high standards of accuracy and efficiency.